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Renewal Price Increase Email Draft

by recued-core v1 48 views

Calculates price increase percentage from deal fields and drafts a professional renewal email with value justification. Hashes contact name before AI processing.

How it works 16 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Data fetch
▼ deal deal-reader-hubspot
Fetch reader from hubspot
▼ contacts deal-contacts-hubspot
Fetch contacts from hubspot
▼
Process (14 steps)
⚠ guard_deal guard
Stop if deal is missing
⚠ guard_existing_null guard
Stop if deal amount is missing
⚠ guard_existing_non_positive guard
Stop if deal amount is at most
⚠ guard_proposed_null guard
Stop if deal custom fields proposed renewal value is missing
⚠ guard_proposed_non_positive guard
Stop if deal custom fields proposed renewal value is at most
■ increase_amount math
Calculate deal custom fields proposed renewal value minus deal amount
■ increase_percentage math
Calculate increase amount divided by deal amount
skip: step.deal.amount equal 0
■ increase_percent_scaled math
Calculate increase percentage times 100
■ email_context pick
Keep only specific fields from
■ hashed_context hash_replace
Anonymize sensitive fields for safe AI processing
✦ ai_draft ai-prompt
AI generates a response from a custom prompt
skip: config.enable_ai equal false
■ restored_draft hash_restore
Restore anonymized fields back to real values
skip: step.ai_draft is_null
■ formatted_increase template
Generate text from a template
■ metrics to_summary
Format results as a summary card
▼
Output
summary metrics
ai_analysis restored_draft
Settings 1 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

enable ai toggle = on

Uses (3 ingredients)

Ingredient deal-reader-hubspot deal-reader-hubspot
Ingredient deal-contacts-hubspot deal-contacts-hubspot
Legacy AI Custom Prompt ai-prompt

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

What it's allowed to do

Read Legacy AI Custom Prompt read-only

2 more aren't listed here. You'll see them at install.

Data it touches

Warehousedata.existing_valuedata.proposed_valuedata.increase_percentagedata.justificationdata.contact_namedata.company_name

About

Tags

hubspot dealrenewalemailhubspot

Details

16 steps 1 configurable settings recipe_id: draft-renewal-email-hubspot